RM / Senior RM - NRI Desk, Equity Broking

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products

2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.

3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers,

5) Help customers to Execute trade online and place orders on behalf of customers.

6) Achieve healthy revenues without compromising on clients profitability.

7) Acquiring new clients through existing clients referrals.

8) Activating inactive clients through regular follow ups.

9) Regularly following-up with clients and handling their queries.

10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.

11) Responsible for adding new NRI HNI Clients

• Handling NRI Clients for Equity Broking
• Domain Knowledge of Products like - Equity / Stock Broking, PMS, Mutual Funds, AIF, Bonds
• Experience in handling B2C
• Exp.-3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series VIII (Equity derivatives)

Skills Required

Equity Research, Portfolio Management, Client Relations, Market Analysis, Financial Modelling, investment strategies, Trade Execution, Data Analysis